Understanding how to use OnPoint EBP to perform efficient and high-quality employee benefit plan audits.
Learning Objectives
Recognize the benefits of using OnPoint EBP for employee benefit plan audits.;Understand the guided methodology that drives quality and efficiency and identify the common risk profile present in in-scope plans.;Differentiate between basic functionalities within the Smart Engagement platform.;Identify the default workflow designed into OnPoint EBP.;Become familiar with the procedures and steps to create and accept an engagement.;Complete the Plan Profile form to identify risk present in the plan and draft disclosure notes in the financial statements.;Document use of subservice organizations, evaluate control design.;Use the included sampling methodology to determine proper sample sizes for testing.;Use audit programs and testing templates to complete audit testing.;Explain how diagnostics and guardrails are employed to guide you while completing an engagement.;Identify the key activities than enable the completion and delivery of an engagement.;Discover the tools built into OnPoint EBP that enable and efficient file review.